WestEnd Advisors’s Alerian MLP ETF AMLP Stock Holding History

WestEnd Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Hold	0	–	–	–	220
2019 Q2	–	Sell	-625	Closed	-$31.4K	–	58
2019 Q1	$31.4K	Buy	625 +27	+5%	+$1.32K	﹤0.01%	40
2018 Q4	$26.1K	Hold	598	–	–	﹤0.01%	43
2018 Q3	$31.9K	Sell	598 -10	-2%	-$539	﹤0.01%	39
2018 Q2	$30.7K	Buy	608 +42	+7%	+$2.13K	﹤0.01%	37
2018 Q1	$26.5K	Hold	566	–	–	﹤0.01%	37
2017 Q4	$30.5K	Buy	+566	New	+$30.3K	﹤0.01%	36

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WestEnd Advisors's AMLP Position: Q1 2023 in Review

WestEnd Advisors held its Alerian MLP ETF (AMLP) position steady in Q1 2023 at 0 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #220.

WestEnd Advisors first reported a position in AMLP in Q4 2017 and has held it in 6 quarters since. The position peaked at $31.9K in Q3 2018. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

WestEnd Advisors held 0 shares of Alerian MLP ETF worth $232 as of Q1 2023.
WestEnd Advisors left its Alerian MLP ETF share count unchanged in Q1 2023.
Alerian MLP ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2023, its #220 holding.
WestEnd Advisors first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 6 quarters since.
WestEnd Advisors's Alerian MLP ETF position peaked at $31.9K in Q3 2018.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on WestEnd Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.